Accelerate revenue by setting up text and email reminders that auto-send to patients based on their payment status.

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To add a reminder to your manual Payment requests:

1. Navigate to Templates.

2. Scroll to the Payments template.

3. Click the “+” button to add a sequence for a reminder to will follow the initial payment request message.

4. Select Add time.

5. Specify when you want the first reminder to be sent, e.g. 7 days after the initial payment request, and click Save.

6. Next, select Send SMS and Send email to add a text and email reminder, respectively, that will get sent if the patient hasn’t paid their bill after the specified time period. Edit the messaging as you would any other template.

7. Repeat this process for subsequent reminders, e.g. if the patient hasn’t paid after 30 days.